KRUSEN CAPITAL MANAGEMENT, LLC

CRD 150754File 801-70338

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$255.7M

Below cohort median (national)

Discretionary AUM

$63.8M

Non-discretionary $191.9M

Clients

140

217 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jul 16, 2009
Principal office: 515 N. FLAGLER DR,, SUITE 350, WEST PALM BEACH, FL, 33401
Phone: 561-370-7439
Website: https://krusencapital.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $255.7M
Discretionary AUM: $63.8M
Non-discretionary AUM: $191.9M
Discretionary accounts: 80
Non-discretionary accounts: 137
Total accounts: 217
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	32	$67.4M
Insurance companies	Fewer than 5	$770K
Charitable organizations	Fewer than 5	$1.2M
High net worth individuals	103	$122.5M
Pooled investment vehicles	2	$63.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.